Calan is the founding member of Calan Wealth Management. Calan Wealth Management is an Authorised Representative of Charter Financial Planning Limited (part of AMP Group).
Calan spent the last 10 years in the financial planning industry, including Hillross Wealth Management (AMP), BWFA (Bankwest Financial Advice) & more recently ANZ Financial Planning as Senior Financial Planner.
Calan is a Certified Financial Planner (CFP®) & member of the Financial Planning Association (FPA). Calan is also a Certified Practising Accountant (CPA) and designated Financial Planning Specialist within CPA. Calan completed his Bachelor’s Degree in Economics & Finance (RMIT), Graduate Diploma (Accounting) Deakin University and Diploma of Financial Planning.
Calan specialises in on-going relationship of clients with specialist area in Superannuation & Allocated Pension strategies, Investment Portfolio Management and Personal Insurances. His primary objective is to ensure his clients receive the best outcome to succeed in their retirement, and is known for his integrity, honesty, professionalism, loyalty and dedication to his clients.
Calan is involved in Financial Planning Association as a Committee member, and dedicates his time in mentoring financial planners external to his firm.